Global Retirement Partners’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.02K | Sell |
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|
2025
Q2 | $4.71K | Buy |
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|
2024
Q4 | $8.76K | Sell |
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|
2024
Q3 | $8.62K | Hold |
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|
2024
Q2 | $7.99K | Buy |
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|
2024
Q1 | $6.17K | Buy |
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|
2023
Q4 | $3.3K | Hold |
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|
2023
Q3 | $2.76K | Hold |
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|
2023
Q2 | $2.35K | Buy |
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|
2023
Q1 | $1.09K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Buy |
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